ABOUT US

About Our Firm

A team is ultimately the sum of its parts. It will succeed only to the extent that all of the players contribute their unique skills and collectively they achieve the exceptional.

Our team has been hand picked to provide the ultimate strategic advisory service to our clients. You’ll know from first contact that you and your finances are in the care of a different kind of firm. That’s the Finuity Wealth difference.

Planning Team

Scott Robertson

PARTNER - CFP, CLU, CHS

Entering the industry in July 2001 with one of Canada’s largest financial companies, Scott was eager to use his training and education…

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Derek Nicoll

PARTNER - CFP, CLU, CHS, RWM

Since entering the industry in 2002, Derek has spent time his years of experience split between building client relationships as an advisor…

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Kevin Himschoot

BENEFITS & PLANNING STRATEGIST - B.Comm

Kevin began his career in the Group Benefits industry in 1999 with one of the largest employee benefit...

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SCOTT ROBERTSON

PARTNER

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DEREK NICOLL

PARTNER

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KEVIN HIMSCHOOT

BENEFITS & PLANNING STRATEGIST

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LIANNA YOUNG

OFFICE MANAGER

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ERICA YEUNG

CLIENT SERVICE ADMINISTRATOR

Administrative Team

Lianna Young

OFFICE MANAGER

Lianna entered the financial industry in 2001 and has continuously built her knowledge and administrative database on the various investment and insurance...

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Erica Yeung

CLIENT SERVICE ADMINISTRATOR

Erica graduated from NAIT in 2001 with an Office Career Training Certificate and has continued building her...

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